How to Create a Rate Structure

A Rate Structure defines how much an account is charged for a service , it's assigned at the location/service level.

Before You Start

You'll need:

• Access to the  Settings > Rate Structures
• A clear idea of what the rate is for (e.g., a special rate for non-paying members, a standard tier structure, etc.) and why, since you'll document this in the description
• The rate value(s) you want to charge

Step 1: Create the Rate Structure

1. Click the gear icon to open Settings.
2. Click Rate Structures.
3. Click New Rate.
4. Type the name of the rate code.
5. Add a description explaining what the rate is for and why (this matters for anyone reviewing billing later , e.g., "Free water for city employees").
6. Click Save.

You'll be redirected to the Rate Structure Detail page.

Step 2: Set the Rate Value

1. From the Rate Structure Detail page, click +Rate to add a new rate.
2. Verify the label, rate type, rate, if starting unit ,ending unit, if taxes need to be applied and the subtype is all included and correct.
3. Double-click the rate value field to edit the rate later on.
4. Enter the amount (e.g., 0   for a free/no-charge rate, or your standard rate amount).
5. Click Save.

Step 3: Assign the Rate Structure to an Account/ Location

Once the rate structure exists, apply it to the account/location it should affect:

1. Go to the Accounts tab.
2. Search for the account using the search bar.
3. Open the account by double-clicking the row or clicking the arrow icon.
4. Or Open the Location record from the side panel.
5. Click Services.
6. Select + New Services
7. Select your new rate structure from the dropdown.
8. Click Save.